On occasion Apple reports the cumulative total downloads and payments
Tag: Horace Dediu
Asymco: Estimates for Apple’s first fiscal 2013 quarter
I received so many requests to publish that…
What the analysts are saying about Apple’s 2+ million iPhone 5 sales in China last weekend
Apple announced that it sold more than 2 million iPhone 5s in mainland China last weekend…
Asymco: The new age of Capital Intensity
In its fiscal year 2012 Apple spent about $10 billion…
Apple’s stock price: No news is good news; good news is bad news
Apple went from being irrelevant to being too big without passing through…
Asymco: What is Apple’s realized P/E ratio?
The Price/Earnings ratio is a very simple measure of the “value” a company
Has Apple’s venerable Mac entered a new phase of diminished expectations?
The Mac grew at the extremely low rate of 1.8% over last year’s second quarter…
Piper Jaffray’s Gene Munster and Asymco’s Horace Dediu on Apple post-Steve Jobs
At Fortune’s annual Brainstorm Tech conference in Aspen, Colorado…
Apple on pace to overtake Windows in platform war within two years
Apple now sells one device for every two Windows devices…
A more precise measure of Apple’s device installed base (and device longevity)
Apple announced that the total number of iTunes accounts…
Android sees lowest U.S. user growth in three years
The latest data from comScore showed a few surprises: New smartphone users dropped…
Why the father of disruption theory is worried about Apple
Great companies that seem to be doing all the right things…
Asymco: Estimates for Apple’s second fiscal 2012 quarter
Apple Inc’s last quarter (fourth calendar 2011, first fiscal 2012) was robust…
Asymco: Tablet units will outsell traditional PCs in autumn 2013
There will come a day that the tablet market in units is larger than the PC market…
Global smartphone penetration still below 10%
At least 90% of the market remains unserved…
Asymco’s Deidu projects record Mac, iPhone, iPad sales for Apple’s Christmas quarter
Here are my fourth calendar quarter forecasts for Apple Inc…
Woz, Isaacson to keynote 2012 AAPL Investor Summit; runs March 15-16th in Los Angeles
The summit’s goal is to provide individual investors and Apple enthusiasts with the kind of VIP access…
How many iPhones will be upgraded next year?
Tim Cook last week stated that half of all iPhones shipped were iPhone 4…
The case against Amazon Kindle Fire as a low-end tablet disruption
The Fire will not have the opportunity to disrupt the iPad or tablets in general…